Michael Robert Neill

Current Employers

Employment History

• 06/2009 → 04/2021
  Morgan Stanley Smith Barney Llc
  Bryn Mawr, PA
• 01/2015 → 04/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2021 → Present
  Lpl Financial, Llc
  Conshohocken, PA
• 05/2021 → Present
  Gladstone Wealth Partners
  Conshohocken, PA

Previous Registrations

• 2011-02-10 → 2021-04-23
  Morgan Stanley
  Philadelphia, PA
  Bryn Mawr, PA

Other Businesses

1)05/03/2021 - Non-Variable Insurance - BOOK OF BROKERS - 2HRS/MO DURING TRADING - INVESTMENT RELATED - EATONTOWN, NJ 07724 2)04/2021 - DBA for LPL Business (entity for LPL business) - Gladstone Wealth Partners - INVESTMENT RELATED - CHESTER, NJ 07930 3) 6/16/2021 - GLADSTONE INSTITUTIONAL ADVISORY LLC - DBA: (Hybrid) Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month - Time Spent 100% - You are approved based on the specific facts provided in this request. Since the RIA accommodates IARs not affiliated with LPL Financial, you are prohibited from using the RIA name to represent your LPL Financial securities business unless your firm has been approved for co-branding. If these circumstances change, you must notify us immediately. 4) 07/22/2025 - Gold Medal Investments - Business Entity For Tax/Investment Purposes Only - Not Inv rel - At Reported Business Location(s) - Start date: 07/30/2021

Exams

• S66 Uniform Combined State Law Examination
  2003-12-09

Designations

Other Names

• Michael Neill